Investment Q&A

Q: Do you believe the current price weakness in Jamieson Wellness Inc. after the release of the Q4 2022 results presents a buying opportunity, or do you suspect that there could be further downside? Thank You

Q: Fantastic(?) results, catastrophic stock slide. Why?

Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You

Q: What are your current thoughts on JWEL?

I am concerned about their growth in China. What would happen if China invaded Taiwan and the Canadian government bans investing in China in retaliation?

Appreciate your thoughts on the current stock price, future stock price and the China question.

Q: Me, like JWEL for the health nutritional products that should continue to do well as the population ages. In the last while it has declined and is now trading about $33 per share. Pays a dividend of 2.2% or so.The market cap is small about about 1.4 billion but then again, the products don't demand a lot of capital investment. What are your thoughts on JWEL - buy now or over time or just pass?....is it more an income stock or balanced or growth? and does its future look bright? ........Thanks....Tom

Q: Could I have your thoughts on JWEL please? Do expansion opportunities into the US (purchase of Nutrawise) change your previous coolness on the stock at all?

Are there other stocks in the sector you prefer?

Q: Although I realize these two companies are very different which one do you see as having a better growth profile. Are there any issues that I should watch out for on either of the names. Thanks.

Q: YOUR CURRENT OPINION ON JAMIESON WELLNES

Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal

Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!

Q: Can you provide some commentary on Jamieson Wellness' earnings? Is this the type of name that you think can eventually get bought out by a larger player in the sector?

Q: Thinking of buying this back as it drifts down toward $32. Checking with the experts here to see if you have noticed any red flags.

Thanks

Q: JWEL , Jamieson Wellness, reported recently and had a management change. Could you please comment on the new management. Thoughts on the recent earnings and what your opinion on the stock overall touching on insider ownership, cash flows, valuation , the market for their product and the competition. Would you buy, hold or sell? Thanks

Q: I asked a question before Christmas about trimming or dumping my above laggards which I haven’t seen an answer to.
Thanks

Q: Would like to pick your brain.
Can you give me 5 Canadian NON 5i portfolio stocks that you consider high growth and would probably put in your growth portfolios if you had the cash.

Like KXS, DSG, CSU 5 years ago or LSPD, WELL etc 2 years ago.

Thanks


Sheldon

Q: Hi I am following JWEL with interest. It appears part of the reason for the price is investor worry that stock got ahead of itself based on demand for its products during pandemic. Do you think the stock will be punished more in the coming days/weeks as we climb out of the pandemic?

Q: Hi guys

I have been looking at Jamieson for a while as I like their products. Just wondering the amount of insider ownership is, what your opinion of their management team is, and at this price ($34.81) point, given their expected growth, whether you see this as a decent entry point.

Thanks so much

Stuart

Q: Hello Peter,
Can you comment on curaleaf's earnings? This company has been doing well but it looks like the market did not like its current earnings yet the company is growing nicely. Also, why would a company remove the current CEO that has done quite well for the company? Any reason for the other three stocks: jwel well, and doc to be taking a hit. Is this just short term sector rotation due to the vaccine announcement and if so, is it better just to hold these for longer timeframe? Thanks very much.

Q: Hi 5i,
I was thinking of selling ADW.A to buy JWEL for more growth. I want to remain in the consumer area.

Your thoughts on these two companies and this move in particular is appreciated.

John

Q: Hello Peter,
I have a 2 percent holding of jamieson wellness. Any comments on their recent earnings that would justify increasing or decreasing the weight in my portfolio? Also, would this be a good time to allocate monies to Well Health and Cloud MD? Any idea why TDOC is taking a hit? Is this because of Pfizer's announcement of the effectiveness of its vaccine? Thanks very much.